You are on page 1of 90

InfoView for SAP User's Guide

BusinessObjects Edge Series XI Release 2 Windows

Copyright

2007 Business Objects. All rights reserved. Business Objects owns the following U.S. patents, which may cover products that are offered and licensed by Business Objects: 5,555,403; 6,247,008; 6,289,352; 6,490,593; 6,578,027; 6,768,986; 6,772,409; 6,831,668; 6,882,998 and 7,139,766. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Xcelsius, Crystal Decisions, Intelligent Question, Desktop Intelligence, Crystal Enterprise, Crystal Analysis, Web Intelligence, RapidMarts, and BusinessQuery are trademarks or registered trademarks of Business Objects in the United States and/or other countries. All other names mentioned herein may be trademarks of their respective owners. Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at: http://www.businessobjects.com/thirdparty

Third-party Contributors

Contents
Chapter 1 Welcome to BusinessObjects Edge Series Integration for SAP Solutions 7 What are BusinessObjects Edge Series and BusinessObjects InfoView for SAP?............................................................................................................8 What is BusinessObjects Edge Series Integration for SAP Solutions?.......9 Who should use this guide?.........................................................................9 Chapter 2 Special Features in BusinessObjects InfoView for SAP 11

BusinessObjects InfoView for SAP overview.............................................12 Accessing and logging on to BusinessObjects InfoView for SAP..............12 Working with My Groups............................................................................14 Working with translated reports.................................................................15 Working with Secure Network Communication and Single Sign On ........16 Working with variables in BW queries.......................................................17 Personalization.....................................................................................17 Chapter 3 Using BusinessObjects Edge Series 19

Overview....................................................................................................20 Getting started...........................................................................................21 InfoView home page.............................................................................21 Selecting your preferences........................................................................23 Setting your general preferences.........................................................23 Setting your SAP preferences..............................................................25 Setting your Crystal Report preferences..............................................26 Changing your password......................................................................26 Organizing folders and categories.............................................................27

InfoView for SAP User's Guide

Contents

Accessing your folders or inbox...........................................................27 Accessing categories...........................................................................28 Navigating through folders or categories.............................................28 Creating folders or categories..............................................................29 Organizing objects.....................................................................................29 Viewing objects....................................................................................30 Adding objects to a folder.....................................................................32 Assigning objects to a category............................................................32 Creating dashboards for My InfoView..................................................33 Displaying dashboards in the initial view..............................................34 Working with objects..................................................................................35 Scheduling objects...............................................................................35 Looking at the object history.................................................................44 Looking at alerts...................................................................................46 Setting the object properties.................................................................47 Sending objects or instances...............................................................48 Chapter 4 Viewing Reports 51

The default Crystal report viewers.............................................................52 ActiveX viewer......................................................................................53 DHTML viewer......................................................................................54 Advanced DHMTL viewer.....................................................................56 Java viewer..........................................................................................57 Crystal Reports Offline Viewer.............................................................59 Viewing reports..........................................................................................61 Report viewing activities.......................................................................61 Distributing reports.....................................................................................62 Printing reports.....................................................................................63 Exporting reports..................................................................................63

InfoView for SAP User's Guide

Contents

Chapter 5

Publishing Objects to BusinessObjects Edge Series

65

Publishing overview...................................................................................66 Publishing options................................................................................67 Publishing with the Publishing Wizard.......................................................68 Logging on to BusinessObjects Edge Series.......................................69 Adding objects......................................................................................69 Creating and selecting a folder on the CMS........................................70 Moving objects between folders...........................................................71 Duplicating the folder structure.............................................................72 Adding objects to a category................................................................72 Changing scheduling options...............................................................73 Refreshing repository fields..................................................................74 Selecting a program type.....................................................................74 Specifying program credentials............................................................75 Changing default values.......................................................................75 Changing object properties..................................................................76 Entering database logon information...................................................76 Setting parameters...............................................................................77 Setting the schedule output format......................................................78 Adding extra files for programs............................................................78 Specifying command line arguments...................................................79 Finalizing the objects to be added........................................................79 Publishing with the Central Management Console....................................79 Saving objects directly to the CMS............................................................82 Appendix A Get More Help 83

Index

87

InfoView for SAP User's Guide

Contents

InfoView for SAP User's Guide

Welcome to BusinessObjects Edge Series Integration for SAP Solutions

Welcome to BusinessObjects Edge Series Integration for SAP Solutions What are BusinessObjects Edge Series and BusinessObjects InfoView for SAP?

This section briefly describes BusinessObjects Edge Series and BusinessObjects InfoView for SAP. The section outlines the contents and the intended audience of this guide, and includes product registration and technical support information. It also includes a brief description of the document conventions used within this online help.

What are BusinessObjects Edge Series and BusinessObjects InfoView for SAP?
BusinessObjects InfoView for SAP runs within your web browser and gives you the ability to view, export, and print reports, without the need of installing Crystal Reports on your local machine. Report viewing is supported through different viewers, which are compatible with the features of ActiveX, Java, and DHTML. You can also schedule reports if you have the necessary rights. BusinessObjects InfoView for SAP is a customized version of the standard InfoView. It is specifically designed to work with the BusinessObjects Edge Series Integration for SAP Solutions. BusinessObjects InfoView for SAP does not replace the standard InfoView that is installed on your web server; rather, it is installed alongside the standard BusinessObjects Edge Series web applications. BusinessObjects InfoView for SAP provides a number of features that are specific to SAP reporting environments. These features include the ability to log on with your usual SAP user name and password, a My Groups folder that provides quick access to all of the objects that have been saved in your various SAP roles, and the ability to view and schedule objects in multiple

InfoView for SAP User's Guide

Welcome to BusinessObjects Edge Series Integration for SAP Solutions What is BusinessObjects Edge Series Integration for SAP Solutions?

languages. For more information about the features which are specific to BusinessObjects InfoView for SAP, see Special Features in BusinessObjects InfoView for SAP on page 11.

What is BusinessObjects Edge Series Integration for SAP Solutions?


BusinessObjects Edge Series Integration for SAP Solutions provides you, the SAP user, with the ability to extract the business intelligence contained within your SAP systems. By generating reports from SAP BW queries, ABAP queries, and InfoSets, you can organize, format, and share your SAP data. BusinessObjects Edge Series Integration for SAP Solutions provide you with the ability to report off Open SQL queries and BW OLAP data sources from within Crystal Reports, BusinessObjects Edge Series, and OLAP Intelligence. BusinessObjects InfoView for SAP allows you to share your reports over the Web, and SAP Authentication enables Single Sign On between your SAP system and BusinessObjects Edge Series.

Who should use this guide?


This guide is intended for users who use BusinessObjects Edge Series to work with reports over the Web. The interface in BusinessObjects Edge Series is designed to facilitate intuitive navigationyou can easily schedule and view reports. Your BusinessObjects Edge Series administrator is generally responsible for configuring, managing, and maintaining a BusinessObjects Edge Series installation. For more information about BusinessObjects Edge Series Integration for SAP Solutions, consult the BusinessObjects Edge Series Integration for SAP Solutions User's Guide and the BusinessObjects Edge Series Integration for SAP Solutions install guide. These guides are included in your BusinessObjects Edge Series Integration for SAP Solutions product distribution.

InfoView for SAP User's Guide

Welcome to BusinessObjects Edge Series Integration for SAP Solutions Who should use this guide?

10

InfoView for SAP User's Guide

Special Features in BusinessObjects InfoView for SAP

Special Features in BusinessObjects InfoView for SAP BusinessObjects InfoView for SAP overview

This section describes the ways in which BusinessObjects InfoView for SAP extends the functionality of the standard InfoView that is delivered with BusinessObjects Edge Series.

BusinessObjects InfoView for SAP overview


BusinessObjects InfoView for SAP is a customized version of the standard InfoView. Through BusinessObjects InfoView for SAP, you can access all of the Crystal reports that have been saved in your SAP BW roles and published to BusinessObjects Edge Series. In addition, you can carry out all of the reporting tasks that are supported by the standard InfoView. This section describes the features which are specific to BusinessObjects InfoView for SAP. For general details on viewing, scheduling, and publishing reports, see the remainder of this online help. BusinessObjects InfoView for SAP provides a number of features that are specific to SAP reporting environments. These features include the ability to log on with your usual SAP user name and password, a My Groups folder that provides quick access to all of the Crystal reporting content that has been saved in your various SAP BW roles, and the ability to view and schedule reports in multiple languages. Through the use of parameters, the BusinessObjects InfoView for SAP also allows you to work with variables in your BW queries.

Accessing and logging on to BusinessObjects InfoView for SAP


BusinessObjects InfoView for SAP does not replace the standard InfoView that is installed on your web server; rather, it is installed alongside the standard BusinessObjects Edge Series web applications. Depending on your web environment, you may be redirected to BusinessObjects InfoView for SAP and/or logged on to BusinessObjects Edge Series automatically from within your SAP or SAP Portals environment. If you are not logged on automatically with your SAP user name, you must provide your usual SAP credentials before you can access the roles and

12

InfoView for SAP User's Guide

Special Features in BusinessObjects InfoView for SAP Accessing and logging on to BusinessObjects InfoView for SAP

reports in BusinessObjects InfoView for SAP. This section shows how to log on to BusinessObjects InfoViewfor SAP directly, through its default URL.
Note: BusinessObjects InfoView for SAP checks the language settings of

your browser before displaying the Log On page and, if possible, presents you with information in that language. If BusinessObjects InfoView for SAP has not been installed in your language, English is used as the default. To directly log on to BusinessObjects InfoView for SAP with SAP credentials: 1. Start your web browser and go to BusinessObjects InfoView for SAP. The default URL is: .NET http://webserver/businessobjects/enterprise115/sap/InfoView/ Java http://webserver:port/businessobjects/enterprise115/sap/desktoplaunch/InfoView Replace webserver with the name of the web server that is set up for BusinessObjects Edge Series. Replace webserver:port with the name of the web server and port number that BusinessObjects Edge Series is communicating with the web application server on. (You may need to check with your administrator for the web server name, port number, or exact URL to enter.)
Tip: If you have the BusinessObjects Edge Series Integration for SAP

installed, you can also click Start > Programs > BusinessObjects > BusinessObjects Integration for SAP > BusinessObjects .NET InfoView (or Java InfoView) for SAP. The Log On page appears. 2. In the Authentication list, ensure that SAP is selected.

InfoView for SAP User's Guide

13

Special Features in BusinessObjects InfoView for SAP Working with My Groups

3. In the SAP SystemID field, type the three-character System ID (SID) for your SAP system. (Contact your administrator if you are unsure of the appropriate SID.) 4. In the SAP Client field, type your usual three-digit SAP client number. 5. In the User Name and Password fields, type your usual SAP logon credentials. 6. In the Language field, type your usual SAP language code. If reports are available on your system in multiple languages, their titles and descriptions are displayed in the language that you specify here. In addition, on-demand reports display headings, titles, and other information in that language, provided that the report was designed to accommodate multiple languages. 7. Click Log On. You are now logged on to BusinessObjects InfoView for SAP.

Working with My Groups


When you log on to BusinessObjects InfoView for SAP with your SAP user credentials, the My Groups folder provides you with quick access to all of the Crystal reporting content that has been saved in your various SAP BW roles. Click the My Groups folder to access this view.

14

InfoView for SAP User's Guide

Special Features in BusinessObjects InfoView for SAP Working with translated reports

Note: The My Groups folder is available only after your administrator has

imported one or more of your roles that contain Crystal reports. Each of your SAP BW roles is represented in BusinessObjects InfoView for SAP as a folder that contains reports and/or additional subfolders. Search through the various folders to locate your reports. Depending on your rights, you may be able to schedule different reports and/or view their latest instances. In addition, you can copy or move reports to your Favorites view so they are easier to locate the next time you log on. For a general introduction to these BusinessObjects InfoView for SAP features, see Using BusinessObjects Edge Series on page 19 and Working with objects on page 35.

Working with translated reports


When you view an object that has been published to BusinessObjects Edge Series in multiple languages, BusinessObjects InfoView for SAP first attempts to display the object in the language that you selected when you logged on. If the object is not available in that language, BusinessObjects InfoView for SAP displays the report in its default language. When you schedule an object that has been published in multiple languages, you can generate instances of the report in one or more languages.
Tip: For more information about designing objects for translation and

publishing them to BusinessObjects Edge Series, see the BusinessObjects InfoView for SAP User's Guide. To schedule a report in multiple languages 1. Navigate to the object you want to schedule. 2. Click the Schedule link for the object. The Schedule page appears.

InfoView for SAP User's Guide

15

Special Features in BusinessObjects InfoView for SAP Working with Secure Network Communication and Single Sign On

3. Select Languages from the list of options. 4. Select the languages for which you want to generate instances. 5. Select and specify other scheduling options you want to use.
Tip: For more information on other scheduling options, refer to the

Scheduling Objects topic. 6. Click Schedule.


Related Topics

Scheduling objects on page 35

Working with Secure Network Communication and Single Sign On


If your administrator has enabled Secure Network Communication (SNC) and Single Sign On, when you schedule an object, you can use SNC for Single Sign On to log on to your database. What this means is that the credentials that you provide to log on to BusinessObjects Edge Series are also used to log on to the specified SAP database.

16

InfoView for SAP User's Guide

Special Features in BusinessObjects InfoView for SAP Working with variables in BW queries

To schedule a report with SNC for Single Sign On 1. Locate the object for which you want to use SNC for Single Sign On. 2. Click the Schedule link for the object. The Schedule page appears. 3. Select Database Logon from the list of options. 4. Ensure that the "Use SNC for Single Sign On" check box is selected.
Note: This check box is initially checked by default if SNC is enabled.

5. Select and specify other scheduling options you want to use.


Tip: For more information on scheduling options, refer to the Scheduling

Objects topic. 6. Click Schedule.


Related Topics

Scheduling objects on page 35

Working with variables in BW queries


Objects that are based off BW queries potentially make use of variables, which contain the values that BW queries use to limit or specify the data that they return. In the BusinessObjects Edge Series Integration for SAP Solutions, variables within objects are represented as parameters in BusinessObjects InfoView for SAP. Before users can view or schedule the report, they are prompted to choose a value from a dynamic pick list for each parameter. The values that are in the list are the values that were assigned to the variable in the SAP environment.

Personalization
Personalization is a feature in SAP that enables you to set your own default value for a variable and save it for future use. As a result, when the report is run, the data that is generated is based on the variable value of your choice. If, in the future, you want to run the same report, your saved personalized value is available for you to use.

InfoView for SAP User's Guide

17

Special Features in BusinessObjects InfoView for SAP Working with variables in BW queries

BusinessObjects InfoView for SAP supports personalization of the values for your BW query. For more information about how to use BusinessObjects InfoView for SAP for personalization, see "Personalization in BusinessObjects Edge Series" in the BusinessObjects Edge Series Integration for SAP User's Guide.

18

InfoView for SAP User's Guide

Using BusinessObjects Edge Series

Using BusinessObjects Edge Series Overview

This section describes how to access and log on to BusinessObjects Edge Series and provides information about choosing object types, navigating through folders, and creating new folders. The section then shows how to work within BusinessObjects Edge Series to schedule objects, look at object history and Alerts, and launch reports and Web Intelligence documents in a Report Viewer.

Overview
BusinessObjects Edge Series comes with InfoView, a web desktop that acts as a window to a broad range of useful business information around your company, including Crystal reports, OLAP Intelligence reports, Web Intelligence documents, spreadsheets, and other documents. With BusinessObjects Edge Series, you can access this information and organize it to suit your preferences. The features available in BusinessObjects Edge Series vary by content type, but in general, you can view information in your web browser, export it to other business applications (such as Excel), and save information to your local machine.
Note: BusinessObjects Edge Series can also provide access to a range of

analytic tools to help you explore information in more detail. If you have the necessary security rights, you can use these features to modify reports, examine trends over time or look for specific patterns in your corporate data. Contact your BusinessObjects Edge Series Administrator for more information. To use BusinessObjects Edge Series, you need to have one of the following web browsers installed on your machine: Microsoft Internet Explorer FireFox Mozilla

To use the advanced analytic features in BusinessObjects Edge Series, we recommend you use Internet Explorer. The folders and objects you can see in InfoView, the rights you have to schedule, the viewer you see, and so on, are dependent on the account you log on with. You can log on as a guest, or as yourself. Users with accounts can create subfolders and organize their objects.

20

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Getting started

Note: Depending on your Preferences settings, your main page may look

different.

Getting started
When reading through this help, you can use sample report objects from BusinessObjects Edge Series to illustrate procedures.
Note: Sample objects are provided only for Windows installations.

InfoView home page


Once you have logged on, the InfoView home page is displayed. To see objects, go to the navigation panel on the left and expand and then click on a folder.

The page is made up of a number of areas: Title area This area contains the logo, the Search box, and the main toolbar. It also displays your user account name. Navigation panel

InfoView for SAP User's Guide

21

Using BusinessObjects Edge Series Getting started

This area displays a tree representing your place in the structure of folders or categories, and it has its own toolbar. To switch the view between folders and categories, click the folder or categories icon in the toolbar of the navigation panel. The objects for that folder or category are displayed in the objects area. For more information, see Organizing folders and categories on page 27. Objects area This area displays the objects in folder or subfolder, or objects assigned to a specific category. The objects area has its own toolbar, which you use to organize objects or change how objects are displayed. See Organizing objects on page 29.

Toolbar
Following is a brief description of the icons in the main toolbar.
Icon Description Displays the InfoView home page. Hides or displays the navigation panel on the left of the window. Select the option you want, to create a new folder or category, or to add an object to a folder. See: Creating folders or categories on

page 29

Adding objects to a folder on page 32

Refreshes the screen. Allows you to send an object or instance to a destination. See Sending objects or instances on page 48.

22

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Selecting your preferences

Icon

Description Allows you to create custom dashboards. See Creating dashboards for My InfoView on page 33.

Allows you to search for specific objects. See Searching for objects on page 31. Allows you to set your preferences for how information is displayed in InfoView. See Selecting your preferences on page 23. Click to log off. Displays the online help for InfoView.

Selecting your preferences


This section shows how to modify your own BusinessObjects Edge Series preferences. This includes the following tasks: Setting your general preferences on page 23 Setting your Crystal Report preferences on page 26 Changing your password on page 26

Setting your general preferences


1. In the toolbar in the InfoView window, click Preferences. The General Preferences page appears.

InfoView for SAP User's Guide

23

Using BusinessObjects Edge Series Selecting your preferences

2. In the "My initial view is" area, click the option corresponding to the view you'd like to begin with. For example, if you choose Folders and then select Report Samples, the next time you log on the Report Samples folder will be displayed as your initial view. 3. In the "My InfoView is" area, select where you want My InfoView to be located. My InfoView allows you to configure a dashboard, which can display previously selected objects. For details, see Creating dashboards for My InfoView on page 33. 4. In the "On my desktop" area, specify the maximum number of objects you would like to see displayed per page.

24

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Selecting your preferences

5. In the "For each object, show me" area, select the summary information you want your objects to show: description owner date instance count actions and descriptions (if selected) initially not hidden

6. In the "View my documents" area, select how you would like to view your reports. 7. In the "My current locale is" area, select your current location. This setting determines the language set and the date format that the your browser will use. 8. In the "My current time-zone is" area, select the appropriate time zone.
Note: Before scheduling objects, check your time zone setting. The

default time zone is local to the web server that is running BusinessObjects Edge Series, not to the Central Management Server (CMS) machine(s) that each user connects to. By setting your time zone, you ensure that your scheduled objects are processed in accordance with the time zone in which you are working. 9. Click OK.

Setting your SAP preferences


The SAP Preferences tab on the Preferences page of the BusinessObjects InfoView for SAP allows you to choose whether SAP parameter descriptions are visible or hidden. To select SAP preferences 1. Click Preferences on the InfoView toolbar. The Preferences page opens. 2. Click the SAP Preferences tab. 3. In the Parameter Description... area, select one of the options. Show

InfoView for SAP User's Guide

25

Using BusinessObjects Edge Series Selecting your preferences

If you want SAP parameter descriptions to be visible, select this option. Hide If you do not want SAP parameter descriptions to be visible, select this option.

Setting your Crystal Report preferences


1. In the toolbar in the InfoView window, click Preferences. 2. Click the Crystal Report Preferences tab at the top of the page. 3. In the "View my reports using the" area, select the report viewer you want to use when you display a report: ActiveX viewer DHTML viewer Advanced DHTML viewer Java viewer

Note: The DHTML viewer is selected by default.

4. In the "DHTML Viewer printing uses the" area, choose Acrobat Reader printing control or ActiveX printing control. 5. In the "Preferred measuring units for report page layout is" area, select inches or millimeters. 6. If you selected the DHTML viewer, then select the resolution you want in the "Rendering resolution (DHTML viewers)" area. 7. Click Apply.

Changing your password


You can change your own password on the Password page. 1. In the InfoView main window, on the title bar, click Preferences. 2. Click the Password tab at the top of the page. 3. On the Password page, type your old password. 4. Type your new password, confirm it, and click Submit.

26

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Organizing folders and categories

Your new password takes effect the next time you log on to BusinessObjects Edge Series.

Organizing folders and categories


Organizing folders and categories includes: Accessing your folders or inbox on page 27 Accessing categories on page 28 Adding objects to a folder on page 32

Accessing your folders or inbox


The Favorites folder is your own personalized version of BusinessObjects Edge Series. The Favorites folder contains the folders (those you selected or created) and objects you selected on the Organize Folders page. The Inbox is your personal inbox. You can schedule objects to your inbox, or send object or instances directly to your own inbox, or the inboxes of other users. For more information, see Destination locations on page 39 and Sending objects or instances on page 48. To access your folders or your Inbox 1. In the navigation panel, click the Show Folder on the toolbar. The folders are displayed in the navigation panel. By default, My Folders and Public Folders are displayed. 2. Expand My Folders. 3. Click Favorites or Inbox, or click the plus sign besides these name to expand them. To see the sub-folders for a folder, click the plus sign beside the folder or inbox name.

InfoView for SAP User's Guide

27

Using BusinessObjects Edge Series Organizing folders and categories

Accessing categories
Like folders, categories are objects used to organize documents. You can assign objects to one or more categories, and you can create subcategories within categories. BusinessObjects Edge Series provides two types of categories: Personal categories, which appear in My Categories in the navigation panel. You can create any number of personal categories to organize your documents and objects. Administrative (or corporate) categories are created by the administrator, or other users who have been granted access to these categories. If you have the appropriate rights, you can create corporate categories.

For more information, see also Assigning objects to a category on page 32. To access categories: 1. In the navigation panel, click Show Categories. My Categories and Corporate Categories appear in the navigation panel. 2. Expand either category by clicking the plus icon beside its name. To see the sub-categories, click the plus sign beside a category name. 3. Click the category name. The objects that have been assigned to that category appear in the objects area.

Navigating through folders or categories


Folders and subfolders, and categories and subcategories are used to organize objects. Although these folders look different from those used in some web applications, they function in the same way. To navigate through folders or categories: 1. In the navigation panel, click Show Folders or Show Categories as needed. 2. Expand the folder or category you want to view by clicking the plus icon beside the folder or category name.

28

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Organizing objects

Repeat this step until you see the folder or category you want. 3. Click the folder or category of your choice. The appropriate folder or category page appears displaying the objects

Creating folders or categories


Folders and subfolders, and categories and subcategories are created for you by your BusinessObjects Edge Series administrator, but you can also create folders in your Favorites folder, or categories under My Categories.
Note: You can create new folders or categories, as long as you have the

necessary rights. To create a folder or category: 1. In the navigation panel, click Show Folders or Show Categories as needed. 2. Navigate to the folder or category that you want to add a to. 3. From the New list in the toolbar, select Folder or Category. The New Folder or New Category page is displayed. 4. Type the name for the new folder or category. 5. If you want, type a description for the folder or category. 6. In the Keywords field, type a keyword if required. You can use keywords when using the search feature. See Searching for objects on page 31. 7. Click OK.

Organizing objects
This section tells you how to view and manage objects. It includes: Viewing objects on page 30 Adding objects to a folder on page 32 Assigning objects to a category on page 32

InfoView for SAP User's Guide

29

Using BusinessObjects Edge Series Organizing objects

Viewing objects
Viewing objects includes the following tasks: Selecting which objects are displayed on page 30 Sorting objects on page 30 Searching for objects on page 31

Selecting which objects are displayed


By default, BusinessObjects Edge Series shows you all the objects you have the rights to see in your view. If you want to temporarily limit the type to make searching easier, you can choose to display objects of a specific type. Object types include Crystal reports, Web Intelligence documents, Excel, PowerPoint, program objects, object packages, text files, and many others. To change the order in which objects are displayed, see Sorting objects on page 30. To select which objects are displayed: 1. In the objects area on any view, click the Filter list. 2. Select the type of object you want to see. To see all objects again, select All Types from the Filter list.

Sorting objects
By default, objects are sorted alphabetically by title. You can reverse this order, or you can sort the objects by last run date, type or owner. To sort objects: Click the heading for the column that you want to sort by. For example, to sort the object by title, click the Title column heading. To sort objects by date run, click Last Run column heading.

30

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Organizing objects

When you click the column heading, the system sorts the objects in ascending order. When you click the column heading again, it sort the objects in descending order.

Searching for objects


You can do a structured search to find objects on BusinessObjects Edge Series. Type the exact phrase and select a search field, such as title or description. The objects displayed depend on how your BusinessObjects Edge Series administrator has set up your account privileges. For example, users in Marketing may see objects that differ from those seen by the users in Human Resources. For more information, see the BusinessObjects Enterprise Administrator's Guide.
Note: A search includes all public folders you have rights to as well as your

Favorites folder. To search for an object: 1. In the Search box on the menu bar, type the words that you want to search for. 2. Click the list next to the search box to select a search field. The available search fields are: all fields title description keyword

3. Click Execute Search. A list of objects meeting your search parameters appears. 4. To view the latest instance of the object, click the View Latest Instance link under the object name. To view a older instance, click the History link, then click the link for the instance you want to view. See also Looking at the object history on page 44.

InfoView for SAP User's Guide

31

Using BusinessObjects Edge Series Organizing objects

Adding objects to a folder


Use the following procedure to add existing objects to a folder. To add an object to a folder, you must have the right to access the folder. To add objects to a folder: 1. From the New list in the toolbar, select the type of object you want to add. The add a document page is displayed. For example, you can select Document from local computer and then select a Crystal Report. 2. If you want, type a title and description. If you don't enter a title, the file name for the object will appear in Title column instead. The description is also optional. You can view the description on the Properties page for the object. 3. In the Keywords field, type any keywords you want to use for this object. Keywords can be used to search for an object. See Searching for objects on page 31. 4. In the Filename field, type the name of the file, or click the Browse button to locate the file. 5. In the Location field, specify the folder you want to add the object to, or click the Browse button to select a location. 6. In the categories area, assign the object to one or more categories as needed. For more information, see Assigning objects to a category on page 32. 7. Click OK. The object is added to folder

Assigning objects to a category


Like folders, categories can be used to organize documents. You can assign objects to one or more categories, and you can create subcategories within categories. BusinessObjects Edge Series provides two types of categories:

32

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Organizing objects

Personal categories, which appear under My Categories in the navigation panel. You can create any number of personal categories to organize your documents and objects. Administrative (or corporate) categories are created by the administrator, or other users who have been granted access to these categories. If you have the appropriate rights, you can create corporate categories.

For more information, see Accessing categories on page 28. To assign an object to a category 1. Navigate to the folder or category containing the object you want to assign. 2. Click the Properties link for the object. The Properties page is displayed. 3. In the Categories area, select the categories that you want to assign this objects to. Click the plus icon beside the category names to expand the list of categories and navigate to the category you want. 4. Click OK.

Creating dashboards for My InfoView


From InfoView you can access the Dashboard Manager, which allows you to create dashboards. A dashboard contains user defined settings and can include web sites and objects, such as reports or documents. You can create one or more dashboard and display them as needed. For example, you can create a dashboard that contains a website, or Crystal reports or Web Intelligence documents that you frequently access. To view the dashboard, you can either make the dashboard your default view, or you can click its link in the navigation panel. The default name for a dashboard is My InfoView, and its default location is your Favorites folder. In your preferences, you can specify to have a dashboard displayed as the initial view when you start InfoView. For more information, see Selecting your preferences on page 23. For complete details, refer to the Dashboard Manager User's Guide. To create a dashboard for My InfoView:

InfoView for SAP User's Guide

33

Using BusinessObjects Edge Series Organizing objects

1.

Click My InfoView in the toolbar. The My InfoView page is displayed.

2. Choose a template. The templates include frames that determine the layout of the objects in your dashboard. Each box in the template frame can contain one object. 3. Click Define Content. The dashboard properties dialog box appears. 4. Select the items or objects you want to include. For example, you can include a web address or an object. You can also specify a header and footer for each box in the dashboard. 5. Click Save. The system saves the dashboard as "My InfoView." The default location for My InfoView is your Favorites folders. You can create multiple version of My InfoView by using the Save As button.

Displaying dashboards in the initial view


To display a dashboard in the initial view: 1. In the toolbar in the InfoView window, click Preferences. 2. In the "My initial view is" area, click the option corresponding to the view you'd like to begin with. Select My InfoView to set the dashboard as your initial view. To associate a different dashboard with the "My InfoView" button, select the dashboard you want in the My InfoView area on the Preferences page. 3. Click OK.

Displaying dashboard at anytime


To display a dashboard at anytime:

34

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

1. Go the folder containing the My InfoView object. The default location is your Favorites folder. 2. Click the link for the InfoView you want.

Working with objects


Once you've accessed and logged on to BusinessObjects Edge Series, you can begin to work with objects. Working with objects includes the following tasks: Scheduling objects on page 35 Looking at the object history on page 44 Looking at alerts on page 46 Setting the object properties on page 47 Sending objects or instances on page 48

Note: Your ability to perform any of these tasks is determined by the rights

assigned to you by your BusinessObjects Edge Series administrator.

Scheduling objects
Scheduling an object lets you run it automatically at specified times. When a scheduled object runs successfully, an instance is created. An instance is a version of the object containing the data available at the time it was runinstances created later contain more recent data. You can see a list of instances by looking at an object's history, and you can click the link to any historical instance. If you have the rights to view objects on demand, you can view and refresh any instance to retrieve the latest data from the database. By scheduling and viewing instances, you can ensure you have the latest information available for viewing, printing, and distributing. For example, you can schedule a report object to run every night so it's available for you first thing in the morning.
Note: Before scheduling objects, check your time zone setting on the

Preferences page in BusinessObjects Edge Series. The default time zone

InfoView for SAP User's Guide

35

Using BusinessObjects Edge Series Working with objects

is local to the web server that is running BusinessObjects Edge Series, not to the Central Management Server (CMS) machine(s) that each user connects to. By setting your time zone, you ensure that your scheduled objects are processed in accordance with the time zone in which you are working. You must have your own account on the system in order to set your preferences. Depending on the type of object you are scheduling, you might want to customize your scheduling options. You can set: When to run a scheduled object on page 37 Database logon information on page 39 Filters on page 39 Destination locations on page 39 Format on page 41 Print settings on page 42 Server group settings on page 43 Parameters on page 43

Note: For some scheduling options, the settings that the administrator has

specified for the object will be displayed when you choose that option. You can schedule a object with these options or customize your options. To schedule an object: 1. Navigate to the object you want to schedule. 2. Click the Schedule link for the object. The Schedule page appears.

36

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

3. Select and specify the scheduling options you want to use. To see the fields for each option, click the plus icon beside the option to expand the options. For detailed information, see the following sections: When to run a scheduled object on page 37 Database logon information on page 39 Filters on page 39 Destination locations on page 39 Format on page 41 Print settings on page 42 Server group settings on page 43 Parameters on page 43

4. Click Schedule.

When to run a scheduled object


When specifies a time for running a scheduled object. Each parameter in the "Run object" list has its own specific data entry requirements.

InfoView for SAP User's Guide

37

Using BusinessObjects Edge Series Working with objects

Note: For every parameter listed below (except for the "Now" parameter),

you can specify both start and end dates and times. The following parameters are available: Now When you click Schedule, the object runs once (immediately). Once This option requires a start time parameter. The object runs once at the time specified. Hourly This option requires information in hours and/or minutes for how frequently the object should run. Instances are created regularly to match the parameters you entered. The first instance is created at the start time specified. Daily This option requires a start time parameter. The report runs once every N days at the time specified. Weekly This option requires a start time parameter. Each week, the report runs on the selected days at the time specified. Monthly This option requires a start date and time, along with a recurrence interval in months. The report runs on the specified date and time, every N months. Calendar This option allows you to select a calendar of dates. Created by the BusinessObjects Edge Series administrator, calendars are customized lists of schedule dates. An instance is created on each day specified in the calendar.

38

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

Database logon information


Some objects require you to log on to a database before you can schedule them successfully. You can do this on the Schedule page if you have credentials for the object's data source. To schedule a report object with database logon information: 1. Expand the Database Logon option on the Schedule page. 2. Change information as necessary for your report's database. 3. Set other scheduling parameters as required, then click Schedule.

Filters
If a report object includes a record or group selection formula, you can modify it before you schedule the report. Selection formulas help determine what data appears in a report and may improve performance by eliminating unwanted records. For more information on selection formulas, see the BusinessObjects Edge Series Integration for SAP Solutions User's Guide. To schedule a report object with a record selection formula: 1. Expand the Filters option on the Schedule page. 2. Change the record or group selection formula as necessary. 3. Set other scheduling parameters as required, then click Schedule.

Destination locations
You can schedule an object instance to be sent to a specific destination on your computer or network, to a default file location, to email, or to FTP. For destination options other than Default, you can choose the preset settings (as determined by your administrator) or enter specific requirements for the destination. You can choose from the following destinations: Default Edge Series location If you select this option, the instance is saved to the default BusinessObjects Edge Series location, which is the Output File Repository Server (FRS).

InfoView for SAP User's Guide

39

Using BusinessObjects Edge Series Working with objects

Default inbox or Specific inbox Both options will save the instance to the default BusinessObjects Edge Series location as well as to inboxes as specified: If you select the Default inbox, copies of the instance are also saved to the inboxes configured on the job server. If you select Specific inbox, you can specify whose inboxes you want to save the instance to.

Default file location or Specific file location Both options will save the instance to the default BusinessObjects Edge Series location as well as to the specified file location: If you select Default file location, copies of the instance are also saved to the Unmanaged disk location configured for the job server. If you select Specific file location, copies of the instance are also saved to the file location you specify here.

Default email recipients or Specific email recipients Both options will save the instance to the default BusinessObjects Edge Series location as well as to the specified email recipients: If you select the Default email recipient, copies of the instance are also emailed to the email recipients configured on the job server. If you select Specific email recipient, you can specify who you want to email the instance to.

Default FTP server or Specific FTP server Both options will save the instance to the default BusinessObjects Edge Series location as well as to the specified FTP server: If you select the Default FTP server, copies of the instance are also saved to the FTP server configured on the job server. If you select Specific FTP server, you can specify which FTP server you want to save the instance to.

Note: If you select any option other than "Default Edge Series Location,"

the location must have been configured on the respective job server by your administrator. For more information, see the BusinessObjects Enterprise Administrator's Guide.

40

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

If the administrator has specified a particular destination for the object, this destination option will be displayed. You may be able to update the fields for this destination, or select a different destination. For many of these destinations, you must provide additional information.

To specify a destination
To specify a destination: 1. Expand the Destination option on the Schedule page. 2. In the Destination list, click the format of your choice. 3. If you select a "Specific" destination, enter the destination information. For example, if you select Specific inbox, you have to choose which user or user group you want. 4. Set other scheduling parameters as required, then click Schedule.

Format
Crystal report formats

For Crystal report objects, you can select the format that a report instance will be saved in when it is generated by BusinessObjects Edge Series. You can select from the following formats: Crystal Report Excel Excel (Data Only) Word Acrobat Rich Text Plain Text Paginated Text Tab-separated Text Tab-separated Values Character-separated Values

InfoView for SAP User's Guide

41

Using BusinessObjects Edge Series Working with objects

When you select file format other than Crystal Reports (.rpt), you may lose some or all of the formatting that appears in your report. However, the program attempts to preserve as much formatting as the export format allows. The difference between Excel and Excel (Data only) is that Excel attempts to preserve the look and feel of your original report, while Excel (Data only) saves only the data, with each cell representing a field. The Tab-separated Values format places a tab character between values; the Character-separated Values format places a specified character between values. Each of these two formats produce data lists. In contrast, the Tab-separated Text format attempts to preserve the formatting of the report.

To specify a report format


To specify a report format: 1. Expand the Format option on the Schedule page. 2. In the Format list, click the format of your choice. 3. Select additional formatting options as required. Some format options require you to specify additional formatting options. These options vary, depending on the format you selected in step 2. 4. Set other scheduling parameters as required, then click Schedule.

Print settings
When scheduling an object, you can choose to print the report instance once it has been generated. Report instances are always printed in Crystal Reports format. When printing a report, you can set the number of copies and the page range. When you choose to print the report instance, you have to specify several other print settings, such a printer and page range. To set the print settings for a report: 1. Expand the Print Settings option on the Schedule page. 2. In the Print list, select the option you want: To print the report, select Crystal Report. If you don't want the report to be printed, select None.

42

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

3. If you selected Crystal Reports, specify the additional print settings. 4. Set other scheduling parameters as required, then click Schedule.

Server group settings


When scheduling an object, you can select which server group you want the system to use to run the object. To set the server group settings: 1. Expand the Server Group option on the Schedule page. 2. Select the server group option you want. 3. Set other scheduling parameters as required, then click Schedule. Use the first available server This is the default. BusinessObjects Edge Series will use the server that has the most resources free at the time of scheduling. Give preference to servers belonging to the selected group Select a server group from the list. This option will attempt to process the object from the servers that are found within your server group. If the specified servers are not available, then the object will be processed on the next available server. Only use servers belonging to the selected group This option ensures that BusinessObjects Edge Series will only use the specified servers that are found within the selected server group. If all of the servers in the server group are unavailable, then the object will not be processed.

Parameters
Some objects use the parameters feature. Parameters prompt the user to enter information. For report objects, this information may determine what data appears in the report. For example, in a report used by sales, there might be a parameter that asks the user to choose a region. The report returns the results for the specific region instead of returning the results for all of the regions.

InfoView for SAP User's Guide

43

Using BusinessObjects Edge Series Working with objects

You can set parameters on the Schedule page. If the object you schedule does not contain parameters, the Parameter link does not appear on the Schedule page. To schedule an object with parameters: 1. Expand the Parameters option on the Schedule page. 2. Select the parameter you need for your object and click Add.
Note: The appearance of the parameter prompts on the Schedule page

may differ from object to object depending on how the parameter field was created in Crystal Reports. Program objects may provide an Argument box. 3. Set other scheduling parameters as required, then click Schedule.

Looking at the object history


BusinessObjects Edge Series saves a history of object instances for scheduled objects that have been run. The history list is arranged chronologically (with the most recent instances first) and contains information such as: Instance Time Run By Parameters Format Status Reschedule

The Instance Time for a successful instance becomes a hyperlink to that instance. You can view the instance by clicking the hyperlink. Sort instances chronologically by clicking the "Instance Time" column heading. Click the column again to reverse the sort order. Or, sort instances by owner (alphabetically and reverse-alphabetically) by clicking the "Run By" column heading, or by Status by clicking the "Status" column. Use the Delete, Pause, and Resume buttons in the History page to delete a selected object, to pause an instance, or to resume a paused instance.

44

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

Choose an object from the "Selected" column and click either the Delete, Pause, or Resume button. To view an object's history: 1. Navigate to the object you want. 2. Click the History link for the object. The History page appears.

You can see detailed status information for recurring and failed instances by clicking the link(s) under the Status column. You can choose to display all instances or only completed instances by selecting the option you want from the list in the top right corner. 3. Click the link(s) under the Instance Time column to launch the object instance. When you launch a report object instance, it opens in a report viewer. When you launch a program object instance from the History, an output file appears, displaying the program's standard out and standard error information.

Pausing or resuming an instance


You can pause and then resume an instance as needed. Pause and resume can be applied to scheduled instances only, that is, instances that have a status of Recurring or Pending. For example, if a job server is down for maintenance reasons, you may want to pause a scheduled instance. This prevents the system from running the

InfoView for SAP User's Guide

45

Using BusinessObjects Edge Series Working with objects

object, and the object from failing because the job server is not running. When the job server is running again, you can resume the scheduled object.

To pause an instance
To pause an instance: 1. Go to the History page for an object. 2. Select the check box for the scheduled instance you want to pause. 3. Click Pause.

To resume an instance
To resume an instance: 1. Go to the History page for an object. 2. Select the check box for the scheduled instance you want to resume. 3. Click Resume.

Deleting an instance
You can delete instances from an object as needed. You can delete both scheduled instances, which have a status of recurring or pending, and report or program instances, which have a status of success of failed. To delete an instance: 1. Go to the History page for an object. 2. Select the check box for the instance or instances you want to delete. 3. Click Delete.

Looking at alerts
BusinessObjects Edge Series tracks report instances that trigger Alerts. Alerts are custom messages created in Crystal Reports that appear when certain conditions are met by report data. Alerts may indicate action to be taken by the user or information about report data. To view Alerts: 1. Click a report's link; then click Alerts. The Alerts page appears.

46

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

Note: You can click the Alerts link only for reports that contain Alerts.

The Alerts page displays only those instances that triggered the alert. 2. Click the Alert link to launch the report instance in a Crystal report viewer.

Setting the object properties


Provided you have sufficient access rights, you can change the following properties for an object: Title Description Keywords Categories

To set the object properties: 1. Navigate to the report whose properties you want to set. 2. Click the Properties link for the report. The Properties page appears. 3. Change the title, description, or keywords for the object as needed. 4. In the Categories area, select the categories that you want this object to be assigned to, if required. Otherwise skip this step.

InfoView for SAP User's Guide

47

Using BusinessObjects Edge Series Working with objects

5. Click OK.

Sending objects or instances


You can use the "Send" feature to send existing objects or instances of an object to different destinations. You can send an object, for example, a Word or Excel file, or you can send instances of an object, for example, a report instance. The "Send to" function handles existing objects or instances only. It does not cause the system to run the object and create new instances, nor does it refresh the data for a report instance. You can send either a copy of an object or instance, or a shortcut to the object or instance. You can also select the destination, for example, FTP or Inbox. Not all types of objects can be sent to all destinations. To send an object or an instance to a destination: 1. Navigate to the object you want to send. To send in instance, click the History link for the object. The History page is displayed. 2. Select the check boxes for the objects or instances that you want to send. Select only instances with a status of Success or Failed. Instances with a status or Recurring or Pending are scheduled and do not contain any data yet. 3. From the Send lists in the toolbar, select destination you want to send the object or instance to. The destinations are: BusinessObjects Inbox Email FTP Location File Location

The Send to page appears. For information about the destination, see Destination locations on page 39. 4. Specify the additional destination information as required.

48

InfoView for SAP User's Guide

Using BusinessObjects Edge Series Working with objects

For example, if you selected to send the object to a BusinessObjects Inbox, you must select which users you want to send the object to.

5. To keep the temporary copies of the instances, which are created when you send an object or instance, deselect Clean up temporary objects created after objects have been sent. By default, this option is selected and the system deletes any temporary copies of objects or instances after they have been sent. 6. Click Submit. The system sends the objects or instance to the specified destination.

InfoView for SAP User's Guide

49

Using BusinessObjects Edge Series Working with objects

Note: When you use the Send feature, the system does not refresh the data

in the reports. Instead, it sends the existing object, for example, a Word file, or the existing report instance to the destination.

50

InfoView for SAP User's Guide

Viewing Reports

Viewing Reports The default Crystal report viewers

This section provides you with information about the Crystal report viewers (including the Crystal Reports Offline Viewer) and how to view reports from them. It also includes instructions for distributing reports using one of two methods: printing or exporting.

The default Crystal report viewers


The default Crystal report viewers allow you to view reports, navigate through multiple pages, refresh data, drill down to see details behind charts and summarized data, select parameters, and so on. As well, the viewers have powerful printing and exporting capabilities. The online Crystal report viewers support ActiveX, Java, and DHTML. Your BusinessObjects Edge Series administrator can select the viewer type best suited to your company's needs. You can also manually select your preferred viewer type through the Preferences page. For more information, see Selecting your preferences on page 23. The selected viewer is launched each time you choose to view a report. You can view your reports using any of the following online Crystal report viewers: ActiveX viewer on page 53 The ActiveX viewer is for Microsoft Internet Explorer versions that support ActiveX controls. DHTML viewer on page 54 The DHMTL viewer is a zero-client viewer for browsers that support Dynamic HTML. Advanced DHMTL viewer on page 56 In addition to providing all of the features found in the DHTML viewer, the Advanced DHTML viewer is a zero-client viewer that provides an Advanced Search Wizard (for advanced searches using Boolean operators). Java viewer on page 57 This viewer is designed for web browsers that support the Java Virtual Machine.

52

InfoView for SAP User's Guide

Viewing Reports The default Crystal report viewers

You can also view your reports when not connected to BusinessObjects Edge Series by using the Crystal Reports Offline Viewer on page 59.
Note:

Some features of the Crystal report viewers may be disabled by your BusinessObjects Edge Series administrator. Contact your administrator for more information. In addition to these default viewers, other custom viewers may be available. Contact your administrator for more information.

ActiveX viewer
The ActiveX viewer is accessed using Microsoft Internet Explorer versions that support ActiveX controls. You can view your reports, refresh them, print them, and export them in a variety of formats.

In addition to the functions provided on the browser's standard toolbar, the ActiveX viewer has the following extra functions on its custom toolbar: Export report

InfoView for SAP User's Guide

53

Viewing Reports The default Crystal report viewers

Print report Toggle group tree Go to first page Go to previous page Go to next page Go to last page Go to page Stop loading Refresh Search text Zoom Close current view

Place the mouse pointer over any of the buttons on the custom toolbar to see the associated tool tip.
Note: If a report is created using a different type of printer than the one

available from your system, you may experience formatting problems when attempting to print a report displayed by the ActiveX viewer. The Report Viewer Print button uses printer settings saved with the report file. If you experience problems printing a report, contact your BusinessObjects Edge Series administrator.

DHTML viewer
The DHTML viewer is accessed using a web browser that supports Dynamic HTML. You can view your reports, refresh them, and export them in a variety of formats.

54

InfoView for SAP User's Guide

Viewing Reports The default Crystal report viewers

In addition to the functions provided on the browser's standard toolbar, the DHTML viewer has extra functions on its custom toolbar: Export report Print report Show/Hide group tree Go to first page Go to previous page Go to next page

InfoView for SAP User's Guide

55

Viewing Reports The default Crystal report viewers

Go to last page Go to page Drilldown view name Refresh page Search for text Zoom

Advanced DHMTL viewer


The Advanced DHTML viewer is accessed using a web browser that supports Dynamic HTML. You can view your reports, refresh them, and export them in a variety of formats. In addition, the Advanced DHTML viewer provides an Advanced Search Wizard, which enables you to perform a search on your report data using Boolean operators.

56

InfoView for SAP User's Guide

Viewing Reports The default Crystal report viewers

In addition to the functions provided on the browser's standard toolbar, the DHTML viewer has extra functions on its custom toolbar: Export report Print report Show/Hide group tree Go to first page Go to previous page Go to next page Go to last page Go to page Drilldown view name Refresh page Search for text Show/Hide Advanced Search Wizard Zoom Help

Note:

The Advanced DHTML viewer contains its own help fileclick the Help button on the custom toolbar for detailed information on the viewer's extra functions, and on using the Advanced Search Wizard. In order to use the Advanced Search Wizard, you must have at least View On Demand rights or higher, as the search wizard access the report's data source. In some cases, you may not have the Advanced Search Wizard available in your viewer. This will depend on how your BusinessObjects Edge Series administrator has set up the report.

Java viewer
The Java viewer is accessed using a web browser that supports the Java Virtual Machine. You can view your reports, refresh them, print them, and export them in a variety of formats.

InfoView for SAP User's Guide

57

Viewing Reports The default Crystal report viewers

In addition to the functions provided on the browser's standard toolbar, the Java viewer has the following extra functions on its custom toolbar: Export report Print report Show/Hide group tree Stop Refresh data Go to first page Go to previous page Go to next page Go to last page Current and last page numbers Search for text Magnification factor

58

InfoView for SAP User's Guide

Viewing Reports The default Crystal report viewers

When you place the mouse pointer over a button on the custom toolbar the associated description appears in the bottom left-hand side of the browser's status bar.
Note: You may experience minor problems scrolling through reports in the

Java viewer. Such problems are a result of the Java Virtual Machine implemented in certain web browsers and cannot be accounted for by the Java viewer. If you experience problems, click repeatedly on the scroll buttons to scroll. Do not hold the scroll buttons down.

Crystal Reports Offline Viewer


The Crystal Reports Offline Viewer is a report viewer installed locally on your computer. You can use this viewer to look at Crystal reports you've downloaded without being connected to BusinessObjects Edge Series.

InfoView for SAP User's Guide

59

Viewing Reports The default Crystal report viewers

Using the Crystal Reports Offline Viewer you can: Print or export your report Select the data you want to view Drill down for more detail in the report Sort the data in the report you want to view View multiple reports

The Crystal Reports Offline Viewer functions similarly to Crystal Reports. For information on the tasks you can perform with the Crystal Reports Offline Viewer (selecting records, sorting records, graphing, choosing Top N values, and so on), access the online help from the Crystal Offline Viewer Help menu.

Installing the Crystal Reports Offline Viewer


Contact your administrator for a copy of the program that installs the Crystal Reports Offline Viewer. Once the viewer is installed, it resides locally as a client-side viewer. To install the Crystal Reports Offline Viewer: 1. Run the Crystal Reports Offline Viewer installation program provided by your administrator. 2. Follow the instructions on your screen accepting the default values when possible. 3. When the installation is done, click Finish.

Launching the Crystal Reports Offline Viewer


The Crystal Reports Offline Viewer is launched when you select a report (.rpt) from your machine and double-click it.
Note: If Crystal Reports is installed on your computer, it takes precedence

over the Crystal Reports Offline Viewer and displays your reports by default.

60

InfoView for SAP User's Guide

Viewing Reports Viewing reports

Viewing reports
Once you choose a report in BusinessObjects Edge Series, you can view it in its entirety. To view the report in a Crystal report viewer, either click the report title or click "View Latest Instance."

Report viewing activities


Depending on which Crystal report viewer you are using, there are a number of activities you can carry out when reviewing a report. For more information on what activities are available in each browser, see The default Crystal report viewers on page 52.

Refresh
Click Refresh to obtain the most up-to-date report data from the report's data source. You need to have the proper rights to run this report and the report must contain the necessary data source information before you can refresh the report.

Find
Click Find to launch the Search dialog box. You can type the search criteria you want to find in the report.

Show/Hide Group Tree


Click Show/Hide Group Tree to show or hide the report's group tree. When the group tree is displayed, you can use it to navigate through your report's data.

InfoView for SAP User's Guide

61

Viewing Reports Distributing reports

Drill down
You can drill down on report data to show the data beneath charts and summarized groups. Single-click the chart or summarized data to see a drill-down view.

Zoom
Select a magnification factor from the drop-down list to zoom in or out on a report.

Scroll through pages


Use the scroll bars or the Go to Next Page/Go to Previous Page options to move through the pages of a report. Go to First Page and Go to Last Page options are also available.

Set parameters
When you launch a report that contains data selection parameters, or when you refresh its data, you are prompted to select a value. The values and/or value ranges you can choose differ from report to report, depending on how the parameter was created in Crystal Reports.

Distributing reports
Using the Crystal report viewers, you can distribute reports using one of two methods: printing or exporting.
Tip: If you have the rights to schedule reports, you can also distribute reports

by scheduling directly to a disk location, email, FTP, or printer. For details, see Destination locations on page 39.

62

InfoView for SAP User's Guide

Viewing Reports Distributing reports

Printing reports
Successful instances of reports can be printed. Depending on which Crystal report viewer you use, the steps detailed below may be different; however, the general principles remain the same. (If there are on-screen instructions provided, follow those, rather than the steps below.) To print a report: 1. On the viewer's toolbar, click Print Report. The Print dialog box appears. 2. In the Print range area, select all pages or a specific range of pages. 3. In the Copies area, select the number of copies for the report. 4. If you select the Collate check box, the report prints each page in order. For example, if you are printing two copies of a report with four pages, your report prints page one, two, three, and four of the first copy, and then prints the second copy. 5. Click OK. The Printing Records dialog box appears displaying the progress of your print job.

Exporting reports
Successful instances of reports can be exported to several reporting formats, as well as to popular word processor and spreadsheet formats. This makes the distribution of information easier. For example, you may want to export data that predicts sales trends to an Excel spreadsheet before you email it to the sales team.
Tip:

You can select the page range for the report that you wish to export. For reports in which you can drill down, you can export the drill-down view.

InfoView for SAP User's Guide

63

Viewing Reports Distributing reports

Format types
BusinessObjects Edge Series provides you with several export format types. They include: Crystal Reports Microsoft Excel Microsoft Excel (Data only) Microsoft Word Rich Text Format Adobe Acrobat

Note:

When you export a report to a file format other than Crystal Reports format (.rpt), you may lose some or all of the formatting that appears in your report. However, the program attempts to preserve as much formatting as the export format allows. The difference between Excel and Excel (Data only) is that Excel attempts to preserve the look and feel of your original report. The Crystal Reports Offline Viewer provides other formats for exporting. For more information about these formats, see the Crystal Reports User's Guide.

64

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series

Publishing Objects to BusinessObjects Edge Series Publishing overview

This section focuses on the publishing process: it introduces the Publishing Wizard and tells you how you can use it to add Crystal reports (RPT and CAR files) and other objects to InfoView or to your custom web desktop; it also describes alternative ways of adding objects to the BusinessObjects Edge Series environment.

Publishing overview
Publishing is the process of adding objects such as reports to the BusinessObjects Edge Series environment and making them available to authorized users. There are several types of objects that you can publish to BusinessObjects Edge Series: reports (from Crystal Reports, OLAP Intelligence, and Web Intelligence), programs, Microsoft Excel files, Microsoft Word files, Microsoft PowerPoint files, Adobe Acrobat PDFs, rich text format files, text files, and hyperlinks, as well as object packages, which consist of report and/or program objects. When you publish an object to BusinessObjects Edge Series, an entry is made in the Central Management Server (CMS) database. The Input File Repository Server stores the new object below the \BusinessObjects En terprise11.5\FileStore\Input\data\ directory. When a user schedules an instance of any object, BusinessObjects Edge Series queries the CMS for the location of the object file; the appropriate server component then retrieves and processes the object file from the Input File Repository. The processed instance is stored by the Output File Repository Server below the \BusinessObjectsEnterprise11.5\FileStore\Output\data\ directory.
Note: Only reports, programs, and object packages can be scheduled. Thus,

only these three types of objects have instances. You can publish objects to BusinessObjects Edge Series in three ways: Use the Publishing Wizard when you: Have access to the locally installed application. Are adding multiple objects or an entire directory.

For details, see Publishing with the Publishing Wizard on page 68. Use the Central Management Console (CMC) when you are: Publishing a single object. Taking care of other administrative tasks.

66

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing overview

Performing tasks remotely.

For details, see Publishing with the Central Management Console on page 79. Save directly to your Edge Series folders when you are: Designing reports with Crystal Reports. Using the OLAP Intelligence Application Designer. Creating other objects with BusinessObjects Edge Series plug-in components.

For details, see Saving objects directly to the CMS on page 82.
Note: BusinessObjects Edge Series supports reports created in versions 6

through XI of Crystal Reports. Once published to BusinessObjects Edge Series, reports are saved, processed, and displayed in version XI format.

Publishing options
During the publishing process, you specify how often an object is run. You can choose to set a schedule (recurring), or you can choose to let users set the schedule themselves (on demand). For RPT report files, this affects when data is refreshed and what data users see. (You cannot schedule OLAP Intelligence reports (CAR files).) Each publishing option has potential benefits and drawbacks: Specifying the data that users see (recurring) This option is recommended for objects that are accessed by a large number of people and that do not require separate database logon credentials. Benefits Users view the same instance of the report, reducing the number of times the database is hit (and thus system resources are used more effectively). The report instance is static (contains saved data) and is stored on the Cache Server, allowing multiple users to access the report at the same time.

InfoView for SAP User's Guide

67

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

Drawbacks The report instance the users see is based on the selection criteria (parameters and record selection formulas) and schedule set by the administrator.

Allowing users to update the data in the report (on demand) This option is recommended for smaller reports that use parameters and selection formulas, require separate database logon credentials, or have frequent data changes. Benefits Users are able to determine the frequency in which the data in the report is updated.

Drawbacks Multiple users generating reports at the same time increases the load on the system and the number of times the database is hit. Each unique report page is cached separately. It's possible that the Cache Server can contain many copies of the cached report, each of them being generated by hitting the Page Server and database.

Publishing with the Publishing Wizard


The Publishing Wizard is a locally installed, 32-bit Windows application. The wizard is made up of a series of screens. Only the screens applicable to the objects or folders you are publishing appear. For example, the settings for parameters and schedule format do not appear when you publish OLAP Intelligence applications. This section of the help features a series of procedures to help you through the Publishing Wizard. Once the object has been published, it will appear in the folder you specified in InfoView (or other web desktop) and in the Objects management area of the CMC.
Note: Depending on the rights assigned by your BusinessObjects Edge

Series administrator, you may not be able to publish objects using the Publishing Wizard.

68

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

Logging on to BusinessObjects Edge Series


1. From the BusinessObjects Edge Series program group, click Publishing Wizard. 2. Click Next. 3. In the System field, type the name of the CMS to which you want to add objects. 4. In the User Name and Password fields, type your BusinessObjects Edge Series credentials. 5. From the Authentication list, select the appropriate authentication type. 6. Click Next. The Select Files dialog box appears.

Adding objects
1. In the Select Files dialog box, depending on the type of object you are adding, click either Add Files or Add Folders. 2. Navigate to and select the object you want to add. If you are adding a folder, you can choose to also add its subfolders by selecting the Include Subfolders check box.
Tip: Ensure the appropriate file type is listed in the Files of type field; by

default this value is set to Report (*.rpt). 3. Repeat steps 1 and 2 for each of the objects you want to add. 4. Click Next.
Note: If the Specify Object Type dialog box appears, choose a file type

for each unrecognized object, then click Next. The Specify Location dialog box appears.

InfoView for SAP User's Guide

69

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

Creating and selecting a folder on the CMS


To add the selected objects, you must create or select a folder on the host CMS. Only the folders that you have full control access to will appear. 1. In the Specify Location dialog box, click the folder you want to add the objects to. Click + to the left of the folder to view the subfolders. To add a new folder to the CMS, select a parent folder and then click the New Folder button. The new folder appears and can be renamed. To add a new object package to the CMS, select a parent folder and then click the New Object Package button. The new object package appears and can be renamed. To delete a folder or object package, select the item and click the Delete button.

Note: From the wizard, you can delete only new folders and object

packages. (New folders are green; existing folders are yellow.)

70

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

If you are adding multiple objects and want to place them in separate directories, see Duplicating the folder structure on page 72. 2. Click Next. The Confirm Location dialog box appears.

Moving objects between folders


1. In the Confirm Location dialog box, move objects to the desired folders by selecting each object and then clicking Move Up or Move Down.

You can also add folders and object packages by selecting a parent folder and clicking the New Folder or New Object Package button. To delete a folder or object packages, select it and click the Delete button. You can drag-and-drop objects to place them where you want. And you can right-click objects to rename them. By default, objects are displayed using their titles. You can display the objects' local file names by clicking the "Show file names" button.

InfoView for SAP User's Guide

71

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

2. Click Next when you are finished. The Specify Categories dialog box appears.

Duplicating the folder structure


If you are adding multiple objects from a directory and its subdirectories, you are asked if you want to duplicate the existing folder hierarchy on the CMS. 1. In the Specify Folder Hierarchy dialog box, choose a folder hierarchy option. To place all of the objects in a single folder, select Put the files in the same location. To recreate all of the folders and subfolders on the CMS as they appear on your hard drive, select Duplicate the folder hierarchy. Choose the topmost folder that you want to include in the folder hierarchy. 2. Click Next. The Confirm Location dialog box appears.

Adding objects to a category


If you want to add the selected objects to a category, you can create or select a category on the host CMS. 1. In the Specify Categories dialog box, click the category you want to add the objects to. Click + to the left of the folder to view the subfolders. To add a new category to the CMS, select a parent category and then click the New Category button. The new category appears and can be renamed. 2. In the File list, choose the object that you want to add to the category, then click the Insert File button.

72

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

To delete a category or to remove an object from a category, select the item and click the Delete button.
Note: From the wizard, you can delete only new categories. (New

categories are green; existing categories are blue.) 3. Click Next. The Specify Schedule dialog box appears.

Changing scheduling options


The Specify Schedule dialog box allows you to schedule each report, program, and/or object package that you are publishing to run at specific intervals.
Note: This dialog box appears only for objects that can be scheduled.

1. In the Specify Schedule dialog box, select the object you want to schedule. 2. Select one of three intervals: Run once only Selecting the "Run once only" option provides two more sets of options: when finished this wizard

This option runs the object once when you've finished publishing it. The object is not run again until you reschedule it. at the specified date and time

This option runs the object once at a date and time you specify. The object is not run again until you reschedule it. Let users update the object This option does not schedule the object. Instead, it leaves the task of scheduling up to the user. Run on a recurring schedule Once you have selected this option, click the Set Recurrence button to set the scheduling options.

InfoView for SAP User's Guide

73

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

The "Pick a recurrence schedule" dialog box appears. The options in this dialog box allow you to choose when and how often the object runs. Select the appropriate options and click the OK button. 3. Click Next after you have set the schedule for each object you are publishing.

Refreshing repository fields


The BusinessObjects Edge Series Repository is a central location which stores shared elements such as text objects, bitmaps, custom functions, universes, and custom SQL commands. You can choose to refresh an object's repository fields if the object references the repository. To complete this task, the Publishing Wizard needs to connect to your BusinessObjects Edge Series Repository database from the local machine. For details, see the BusinessObjects Enterprise Administrator's Guide.
Note: The Specify Repository Refresh dialog box appears only when you

publish report objects. To refresh repository fields: 1. In the Specify Repository Refresh dialog box, select a report, and then select the Use Object Repository when refreshing report check box if you want to refresh it against the repository.
Tip: Click the Enable All button if you want to refresh all objects that

reference the repository; click the Disable All button if you want to refresh none of the objects. 2. Click Next when you are finished.

Selecting a program type


The Program Type dialog box appears only when you publish program objects. For details about program objects and program object types, see the BusinessObjects Enterprise Administrator's Guide. 1. In the Program Type dialog box, select a program. 2. Specify one of three program types: Binary/Batch

74

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

Binary/Batch programs are executables such as binary files, batch files, or shell scripts. They generally have file extensions such as: .com, .exe, .bat, .sh. You can publish any executable program that can be run from the command line on the machine where the Program Job Server is running. Java You can publish any Java program to BusinessObjects Edge Series as a Java program object. They generally have a .jar file extension. Script Script program objects are JScript and VBScript scripts. 3. Once you have specified the type of each program you are adding, click Next. The Program Credentials dialog box appears.

Specifying program credentials


1. In the Program Credentials dialog box, select a program. 2. In the User Name and Password fields, specify the user credentials for the account for the program to run as. The rights of the program are limited to those of the account that it runs as. 3. Once you have specified the user credentials for each program to run as, click Next. The Change Default Values dialog box appears.

Changing default values


You can publish objects without changing any of the default properties, or you can go through the remaining screens and make changes.
Note: If you use the default values, your object may not schedule properly

if the database logon information is not correct, or if the parameter values are invalid.

InfoView for SAP User's Guide

75

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

To publish objects without making modifications


To publish objects without making modifications: 1. Select Publish without modifying properties. 2. Click Next through the wizard's remaining dialog boxes.

To review or modify objects before publishing


To review or modify objects before publishing: 1. Select Review or modify properties. 2. Click Next. The Review Object Properties dialog box appears.

Changing object properties


1. In the Review Object Properties dialog box, select the object you want to modify. 2. Enter a new title or description. 3. Select the Generate thumbnail image check box if you want users to see a thumbnail of a report object before they open it.
Tip: The "Generate thumbnail image" check box is available only if the

object is an RPT file and was saved appropriately. To display thumbnails for a report, open the report in Crystal Reports and click Summary Info on the File menu. Select the "Save preview picture" check box and click OK. Preview the first page of the report and save your changes. 4. Click Next. The Specify Database Credentials dialog box appears if it is needed.

Entering database logon information


Some objects use data sources that require logon information. If objects you are adding are of this type, follow these steps.

76

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

1. In the Specify Database Credentials dialog box, double-click the object, or click + to the left of the object to expose the database.

2. Select the database and change the logon information in the appropriate fields. If the database does not require a user name or password, leave the fields blank.
Note: Enter user name and password information carefully. If it is entered

incorrectly, the object cannot retrieve data from the database. 3. Once you have completed the logon information for each object using a different database, click Next. The Set Report Parameters dialog box appears if it is needed.

Setting parameters
Some objects contain parameters for data selection. Before such an object can be scheduled, you must set the parameters in order to determine the default prompts.

InfoView for SAP User's Guide

77

Publishing Objects to BusinessObjects Edge Series Publishing with the Publishing Wizard

1. In the Set Report Parameters dialog box, select the object whose prompts you want to change. The object's prompts and default values appear in a list on the right-hand side of the screen. 2. Click Edit Prompt to change the value of a prompt. Depending on the type of parameter you have chosen, different dialog boxes appear. 3. If you want to set the prompts to contain a null value (where possible), then click Set Prompts to NULL. 4. Click Next after you have finished editing the prompts for each object. The Specify Format dialog box appears.

Setting the schedule output format


You can choose an output format for each scheduled report that you publish. For some of the formats, you can customize the schedule format options. 1. In the Specify Format dialog box, select the object whose schedule format you want to change. 2. Select a format from the list (Crystal Report, Microsoft Excel, Microsoft Word, Adobe Acrobat, and so on). Where applicable, customize the schedule format options. For example, if you select Paginated Text, enter the number of lines per page. 3. Click Next.

Adding extra files for programs


Some programs require access to other files in order to run. 1. Select a program. 2. Click Add to navigate to and select the necessary file. 3. Once you have added all necessary extra files for each program, click Next. The Command line for Program dialog box appears.

78

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Central Management Console

Specifying command line arguments


For each program, you can specify any command-line arguments supported by your program's command-line interface. They are passed directly to the command-line interface, without parsing. 1. Select a program. 2. In the Command line area, type the command-line arguments for your program, using the same format you would use at the command line itself. 3. Once you have specified all necessary command-line arguments for each program, click Next.

Finalizing the objects to be added


After you have provided all of required information for the objects, the Publishing Wizard displays a final list of the objects that it is going to publish. 1. After ensuring all the objects you want to publish have been added to the list, click Next. The objects are added to the CMS, scheduled, and run as specified. When the processing is done, you are returned to the final screen of the Publishing Wizard. 2. To view the details for an object, select it from the list. 3. Click Finish to close the wizard.

Publishing with the Central Management Console


If you have administrative rights to BusinessObjects Edge Series, you can publish objects over the Web from within the CMC. To add an object with the CMC: 1. Go to the Objects management area of the CMC. 2. Click New Object. The New Object page appears, with the Report properties displayed.

InfoView for SAP User's Guide

79

Publishing Objects to BusinessObjects Edge Series Publishing with the Central Management Console

3. On the left side of the page, click the type of object you want to add. 4. Enter the object's properties. The properties that appear vary according to the type of object you are adding:
Property Object Types Description

File name

Report, Program, Microsoft Excel, Microsoft Type the full path to the Word, Microsoft Power- object, or click Browse Point, Adobe Acrobat, to perform a search. Text, Rich Text Object Package, Hyper- Type the name of the link object. Object Package, Hyper- Type a description of the link object.

Title

Description

80

InfoView for SAP User's Guide

Publishing Objects to BusinessObjects Edge Series Publishing with the Central Management Console

Property

Object Types

Description If you do not want the user to see a thumbnail preview of the report in BusinessObjects Edge Series, clear the "Generate thumbnail for the report" check box.

Generate thumbnail for Report the report

Tip: To display thumbnails for a report, open the report in Crystal Reports and click Summary Info on the File menu. Select the "Save preview picture" check box and click OK. Preview the first page of the report and save your changes. Select this option to automatically refresh an object's repository fields against the repository each time the report runs. Select Executable, Java, or Script. Tip: Run Java programs as Java program objects. Run JScript and VBScript programs as Script program objects. Run all other programs as Executable program objects.

Use Object Repository when refreshing report

Report

Program Type

Program

InfoView for SAP User's Guide

81

Publishing Objects to BusinessObjects Edge Series Saving objects directly to the CMS

Property

Object Types

Description Type the URL address of the page you want the hyperlink object to link to.

URL

Hyperlink

5. If you want to place the object in a category, select the category from the list. 6. Ensure that the correct folder or object package name appears in the Destination field.
Tip:

To expand a folder, select it and click Show Subfolders. To search for a specific folder or object package, use the Look For field.

Note: Only report and program objects can be published to object

packages. 7. Click OK. When the object has been added to the system, the CMC displays the Properties screen. If necessary, you can now modify the object's properties, such as its title and description, the database logon information, scheduling information, user rights, and so on.

Saving objects directly to the CMS


If you have installed one of the Business Objects designer components, such as Crystal Reports or OLAP Intelligence, you can use the Save As command to add objects to BusinessObjects Edge Series from within the designer itself. For instance, after designing a report in OLAP Intelligence, click Save As on the File menu. In the Save As dialog box, click Edge Series Folders; then, when prompted, log on to the Central Management Server (CMS). Specify the folder where you want to save the report and click Save.

82

InfoView for SAP User's Guide

Get More Help

Get More Help

Online documentation library

Business Objects offers a full documentation set covering all products and their deployment. The online documentation library has the most up-to-date version of the Business Objects product documentation. You can browse the library contents, do full-text searches, read guides on line, and download PDF versions. The library is updated regularly with new content as it becomes available. http://support.businessobjects.com/documentation/product_guides/
Additional developer resources

http://devlibrary.businessobjects.com
Online customer support

The Business Objects Customer Support web site contains information about Customer Support programs and services. It also has links to a wide range of technical information including knowledgebase articles, downloads, and support forums. http://www.businessobjects.com/support/
Looking for the best deployment solution for your company?

Business Objects consultants can accompany you from the initial analysis stage to the delivery of your deployment project. Expertise is available in relational and multidimensional databases, in connectivities, database design tools, customized embedding technology, and more. For more information, contact your local sales office, or contact us at: http://www.businessobjects.com/services/consulting/
Looking for training options?

From traditional classroom learning to targeted e-learning seminars, we can offer a training package to suit your learning needs and preferred learning style. Find more information on the Business Objects Education web site: http://www.businessobjects.com/services/training

84

InfoView for SAP User's Guide

Get More Help

Send us your feedback

Do you have a suggestion on how we can improve our documentation? Is there something you particularly like or have found useful? Drop us a line, and we will do our best to ensure that your suggestion is included in the next release of our documentation: mailto:documentation@businessobjects.com
Note: If your issue concerns a Business Objects product and not the

documentation, please contact our Customer Support experts. For information about Customer Support visit: http://www.businessobjects.com/support/.
Business Objects product information

For information about the full range of Business Objects products, visit: http://www.businessobjects.com.

InfoView for SAP User's Guide

85

Get More Help

86

InfoView for SAP User's Guide

Index
A
account settings, modifying 26 ActiveX viewer 53 Alerts, viewing 46 audience, intended 9 Crystal Reports 82 saving objects to CMS 82 setting preferences 26 Crystal Reports Offline Viewer 59 installing 60 launching 60 Crystal reports, choosing a format 41

B
BusinessObjects Edge Series 20 favorites folder 27 InfoView for SAP 12 BusinessObjects Edge Series Integration for SAP Solutions 9 BusinessObjects InfoView for SAP 12 BW queries 17 personalizing variables 17 variables in 17

D
data, refreshing 67 desktop. See InfoView 20 DHTML viewer 54 directories, publishing 68 distributing reports 62

E
ePortfolio. See InfoView 20 exporting 64 format types for 64 reports 63

C
calendars 37 categories 29 assigning objects to 47 creating 29 choosing, object type 30 CMC 79 publishing objects with 79 command line arguments 79 command line arguments, specifying 79 creating 29 categories 29 folders 29, 67 Crystal report viewers. See report viewers 52

F
favorites folder, BusinessObjects Edge Series 27 folders 29 creating 29, 67 navigating through 28 format choosing for Crystal reports 41 choosing for Web Intelligence documents 41

InfoView for SAP User's Guide

87

Index

G
Groups, My 14

N
navigating, through folders 28

H
history, viewing 44

O
object history, viewing 44 object packages 70 creating 70 moving 71 publishing objects to 79 object type, choosing 30 objects 66 assigning to category 47 modifying description 47 keywords 47 properties 47 title 47 publishing multiple 68 options 67 with CMC 79 saving to CMS 82 scheduling 35 searching for 31 sorting 30 OLAP Intelligence, saving objects to CMS 82 options, publishing 67

I
InfoView for SAP defined 8 instances deleting 46 pausing 45 resuming 45

J
Java viewer 57

K
keywords, modifying for objects 47

L
languages and reports 15 logging on BusinessObjects InfoView for SAP 12

P
personalization 17 preferences, setting for Crystal Reports 26 for SAP 25 general 23 printing reports 63 program credentials specifying 75 program objects accessing other files 78 batch 74

M
modifying 26 account settings 26 object properties 47 passwords 26 My Groups 14 My Roles. See My Groups 14

88

InfoView for SAP User's Guide

Index

program objects (continued) binary 74 command line arguments 79 Java 74 script 74 programs. See program objects 74 properties modifying for objects 47 Properties page 47 publishing 66 object packages 79 options 67 reports and objects 66 with CMC 79 with Publishing Wizard 68 Publishing Wizard 68 adding folders 69 objects 69 creating category on CMS 72 creating folder on CMS 70 database log on 76 duplicating folder structure 72 modifying default values 75 object properties 76 moving reports between folders 71 repository refresh 74 scheduling objects 73 selecting category on CMS 72 folder on CMS 70 setting parameters 77

report viewers (continued) DHTML 54 Java 57 reports 62 distributing 62 exporting 63 formatting 41 multiple languages 15 printing 63 publishing multiple 68 options 67 with CMC 79 saving to CMS 82 scheduling 35 searching for 31 sorting 30 viewing 61 Roles, My. See Groups, My 14

S
SAP 12, 25 authentication 12 InfoView for 12 setting preferences for 25 scheduling 35 database log on 39 languages 15 parameters 43 run time parameters 37 selection formulas 39 SNC 16 sorting 30 objects 30 reports 30

R
report history, viewing 44 report viewers 52 ActiveX 53 Crystal Reports Offline Viewer installing 60 launching 60

T
title, modifying for objects 47

InfoView for SAP User's Guide

89

Index

V
variables in BW queries 17 viewing 46 Alerts 46 object history 44 report history 44 reports 61

W
web desktop. See InfoView 20 Web Intelligence documents 41 choosing a format 41

90

InfoView for SAP User's Guide

You might also like